Sale of majority ownership interest of a large behavioral health provider to a leading Tennessee-based healthcare provider
Serving as legal counsel to one of the nation’s leading providers of high-quality behavioral healthcare services in its proposed sale to a leading Tennessee-based healthcare provider. The transaction is expected to be completed in early 2023. See press release.
Sale of ESOP-owned company’s stock to a public company
Served as counsel to an Atlanta company in the sale of its stock to a public company, negotiating terms of sale with the trustee’s counsel and buyer’s counsel. Previously served as counsel to this same client in the establishment of an ESOP and sale of its stock to the related Employee Stock Ownership Trust, drafting and negotiating all legal documents and negotiating terms of sale with the trustee’s counsel and sellers’ counsel.
Sale of construction company's stock to an Employee Stock Ownership Trust
Served as counsel to a large Atlanta-based construction company in the establishment of an ESOP and sale of its stock to the related Employee Stock Ownership Trust, drafting and negotiating all legal documents and negotiating terms of sale with trustee’s counsel and bank’s counsel.
Sale of software company's stock to an Employee Stock Ownership Trust
Served as counsel to an Atlanta software company in the establishment of an ESOP and sale of its stock to the related Employee Stock Ownership Trust, drafting and negotiating all legal documents and negotiating terms of sale with trustee’s counsel and sellers’ counsel.
Trustee's counsel in $270 million stock sale to an Employee Stock Ownership Trust
Served as counsel to the trustee for the sale of shares of a manufacturing company valued at approximately $270 million to an Employee Stock Ownership Trust. Involved a pre-transaction AAA distribution and a simultaneous redemption and ESOP sale.
Sale of equity of an anesthesia group to a strategic buyer owned by a private equity firm
Served as counsel to an anesthesia group in the sale to a strategic buyer owned by one of the world’s largest private equity firms.
Public offering
Served as counsel to a NYSE listed restaurant company in registered offering on Form S-3 for $73.2 million and 1934 Act compliance work.
Public Offerings and Securities Exchange Act of 1934 compliance work
Served as counsel to a NYSE-listed WKSI REIT in various registered offerings on Form S-3, S-4 and S-11 and Securities Exchange Act of 1934 compliance work.
Trustee's counsel in stock sale to an Employee Stock Ownership Trust
Served as counsel to the trustee in the purchase by an Employee Stock Ownership Trust of the stock of a casino.
Construction company's second stage ESOP transaction
Served as counsel to an Atlanta-based construction company in a second stage ESOP transaction for the sale of additional shares to an Employee Stock Ownership Trust.